+357.4%
SOXL vs IT
-24.5%
+381.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.6% | +14.5% | +7.9% |
| 7D | +5.3% | -6.0% | +11.4% | +2.7% |
| 30D | -11.2% | 0.0% | -11.2% | -10.3% |
| 3M | -55.4% | +13.1% | -68.4% | -45.8% |
| 6M | +107.1% | +11.7% | +95.4% | +154.4% |
| YTD | +179.0% | -26.1% | +205.1% | +277.6% |
| 1Y | +357.4% | -21.3% | +378.6% | +535.7% |
| All | +357.4% | -24.5% | +381.8% | +535.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling